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Add Steps to Your Workflow
The workflow steps allow you to to build a campaign workflow by defining specific emails that will be sent under this program, including the sequence of the communication and time frame between each communication. * On the Marketing Automation screen, select the Workflow to which you wish to add steps and cli…
Definitions of Workflow Step Types
* Wait : This option will allow you to pause your work flow for a number of months, weeks, days. For example, if you are creating a new member onboarding workflow, you may wish to wait a certain number of days between your initial email, and a follow-up email. Options for the Wait step type * Wait Until : Thi…
Creating a New Workflow
Before creating a workflow, be sure to complete the prerequisites : * For each workflow, you will need to create the desired email templates to be used in your campaign. See Create and Manage Email Templates . * For each workflow, you will need to specify/create the desired lists/committees as needed. See Lists…
